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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Estate Planning for Women – Part 2

Gain answers to these questions and more in this session.

 

Yours, mine, ours – how do I plan when blending a family?

What happens when I inherit an annuity?

Who are the key players in estate planning?

What if my parents run out of money?

 

Space is limited so reserve your spot by emailing Michelle via the green button.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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